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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,166 topics in this forum

  1. plan termination and distributions

    By eilano,
    • 1 reply
    • 1.2k views

  2. RMD on voluntary contribution account

    By thepensionmaven,
    • 1 reply
    • 670 views

  3. RMD to older designated spouse beneficiary (death<2020)

    By TPApril,
    • 1 reply
    • 414 views

  4. Money Purchase $$ to Defined Benefit Plan?

    By Christine Roberts,
    • 1 reply
    • 1.4k views
    • Guest
    • Guest

  5. Distributions from Non-qualified plans

    By dmb,
    • 1 reply
    • 1.6k views
    • RCK
    • RCK

  6. Repairing excess Rollover with Re-characterization?

    By oldscoop,   
    • 1 reply
    • 939 views

  7. Can Part change election to w/draw eecwi?

    By Guest SuzieQNEC,
    • 1 reply
    • 1.4k views

  8. In-Service Distribution

    By ERISA13,
    • 1 reply
    • 1.8k views

  9. Participant Bankruptcy

    By k man,
    • 1 reply
    • 1.3k views
    • Guest
    • Guest

  10. required minimum distributions on employer stock

    By Guest ladycpa,
    • 1 reply
    • 1.1k views

  11. Deceased participant, spouse is sole beneficiary

    By Belgarath,
    • 1 reply
    • 640 views

  12. 457k withdrawal

    By Guest km8303,
    • 1 reply
    • 2.1k views
    • Guest
    • Guest

  13. Vesting

    By Guest chris4013,
    • 1 reply
    • 1.2k views

  14. 401(k) Rollovers to Roth IRA

    By Guest Tad77,
    • 1 reply
    • 937 views

  15. Loan Offset, Accrued Interest in Pooled Profit Sharing Plan

    By BTH,
    • 1 reply
    • 598 views

  16. Distribution Forms

    By Guest NPS Darren,
    • 1 reply
    • 1.3k views

  17. Distribution post RMD to Inherited IRA

    By Karen McIver,
    • 1 reply
    • 721 views

  18. Death after RBD - then Designated Beneficiary/Participant dies after RBD

    By TPApril,
    • 1 reply
    • 509 views

  19. RMD's & rehires

    By JeffB,
    • 1 reply
    • 637 views

  20. terminated participant with loan

    By thepensionmaven,
    • 1 reply
    • 1.2k views

  21. after tax contributions on termination of employment

    By Guest josephr,
    • 1 reply
    • 852 views

  22. ADP Corrective Distribution

    By hunter001,
    • 1 reply
    • 1.3k views

  23. Distributable Event ? transferring between ERs in Controlled Group

    By MarZDoates,
    • 1 reply
    • 887 views

  24. RMD and asset acquisition

    By R. Butler,
    • 1 reply
    • 864 views

  25. Age 55 72t exception to 10% early distribution penalty

    By Tom,
    • 1 reply
    • 787 views

  26. deemed distribution on loan

    By M Norton,
    • 1 reply
    • 1.3k views

  27. Distribution of Benefits - how often must we commence?

    By waid10,
    • 1 reply
    • 922 views

  28. Is a Participant's Child Always an Eligible Designated Beneficiary?

    By rocknrolls2,
    • 1 reply
    • 455 views

  29. Force-out from ESOP

    By Guest PAL100759,
    • 1 reply
    • 1.4k views

  30. Consequences of a Failure to Defer Benefits

    By Guest SuzieQNEC,
    • 1 reply
    • 1.4k views

  31. ER Late Participant Loan

    By Guest LKeener,
    • 1 reply
    • 971 views

  32. Hardship from SIMPLE match

    By R. Butler,
    • 1 reply
    • 954 views

  33. Payout to Substantial Owner in Defined Benefit Plan

    By drakecohen,
    • 1 reply
    • 862 views

  34. Retroactive Annuity Starting Date

    By Guest pension222,
    • 1 reply
    • 2.2k views
    • Guest
    • Guest

  35. Pension Bill/ Non-Spouse Beneficiary

    By Guest Gompers,
    • 1 reply
    • 1.5k views

  36. Changing the terms of the loan policy

    By Guest anne1,
    • 1 reply
    • 1.2k views

  37. Loan

    By cdavis25,
    • 1 reply
    • 621 views

  38. Hardship withdrawals from 401K

    By Guest Theresa Fox,
    • 1 reply
    • 1.2k views
    • Guest
    • Guest

  39. Reducing Automatic R/O from $5k to $1k => later deciding to move it back up to $5k

    By Guest rslagle224,
    • 1 reply
    • 1.2k views

  40. in service distributions prior to age 59 1/2

    By Guest Peggy806,
    • 1 reply
    • 2.3k views

  41. Account Balance to consider when taking a 2nd loan

    By jkharvey,
    • 1 reply
    • 549 views

  42. RMD not sure if this person is an owner

    By ESOP Guy,
    • 1 reply
    • 548 views

  43. 401(k) loan OK if EE already on Military Leave?

    By Guest jmarini,
    • 1 reply
    • 1.6k views

  44. Direct Rollover to qualified Plan

    By BTH,
    • 1 reply
    • 1.5k views

  45. In service dists after RMD

    By TPApril,
    • 1 reply
    • 484 views

  46. Participant Loan in Excess of $50,000

    By Guest cease,
    • 1 reply
    • 1.4k views

  47. RMD for Spousal Beneficiary

    By Catch22PGM,
    • 1 reply
    • 878 views

  48. Tracking Payments to Retired Participants.

    By Guest,
    • 1 reply
    • 1.2k views
    • Guest
    • Guest

  49. Distribution okay upon layoff?

    By John A,
    • 1 reply
    • 1.8k views

  50. Federal Tax Withholding

    By Dougsbpc,
    • 1 reply
    • 1.4k views
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